Investment advisers
45,276 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 40901 | Pa Management Llc CRD 293446 | Houston, TX | Investment Adviser | — | 0 | 1 | 07/12/2024 | ☆ | |
| 40902 | Pace Capital Management Llc CRD 305085 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40903 | Pace Financial Group, Llc CRD 126969 | Investment Adviser | — | 1 | 03/12/2026 | ☆ | |||
| 40904 | Pace Healthcare Capital Management, Llc CRD 337380 | Chicago, IL | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 40905 | Paceline Ira Gp, L.P. CRD 334179 | Sioux Falls, SD | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 40906 | Pacenote Equity Llc CRD 328599 | Austin, TX | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40907 | Pachamama Ventures, Llc CRD 332316 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 40908 | Pachciarz Consulting Llc CRD 317718 | Insurance-Affiliated | — | 1 | 05/12/2026 | ☆ | |||
| 40909 | Pacific Advantage Capital Group Ltd. CRD 171037 | Stamford, CT | Investment Adviser | — | 03/29/2016 | ☆ | |||
| 40910 | Pacific Alliance Investment Management (Hk) Limited CRD 296741 | Hong Kong | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40911 | Pacific Alliance Ventures Llc CRD 341002 | Beverly Hills, CA | Investment Adviser | — | 04/28/2026 | ☆ | |||
| 40912 | Pacific Business School Ltd CRD 339618 | New York, NY | Investment Adviser | — | 11/11/2025 | ☆ | |||
| 40913 | Pacific Community Management, Inc. CRD 163248 | San Francisco, CA | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 40914 | Pacific Empire Financial Group, Llc CRD 141648 | Insurance-Affiliated | — | 0 | 07/21/2026 | ☆ | |||
| 40915 | Pacific Equity Management, Inc CRD 163222 | La Jolla, CA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 40916 | Pacific Equity Partners Pty Limited CRD 291967 | Sydney, Nsw | Investment Adviser | — | 09/28/2026 | ☆ | |||
| 40917 | Pacific Gate Capital Management, Llc CRD 293065 | Los Angeles, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40918 | Pacific Growth Investors, Llc CRD 289390 | Torrance, CA | Investment Adviser | — | 07/08/2024 | ☆ | |||
| 40919 | Pacific Muni Llc CRD 292694 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 40920 | Pacific Peak Capital Partners Ltd CRD 336547 | San Jose, CA | Investment Adviser | — | 05/15/2025 | ☆ | |||
| 40921 | Pacific Road Capital Management Pty Ltd CRD 159474 | Sydney | Investment Adviser | — | 08/17/2026 | ☆ | |||
| 40922 | Pacific Sand Capital Llc CRD 281749 | Investment Adviser | — | 04/15/2026 | ☆ | ||||
| 40923 | Pacific Wealth Advisors Llc CRD 146267 | Insurance-Affiliated | — | 1 | 01/18/2026 | ☆ | |||
| 40924 | Pack Ventures Management, Llc CRD 317489 | Seattle, WA | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 40925 | Packard, Benjamin CRD 293538 | Investment Adviser | — | 96 | 1 | 05/28/2026 | ☆ | ||
| 40926 | Pacven Walden Management Co., Ltd. CRD 163393 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40927 | Padden Financial Planning Llc CRD 166611 | Investment Adviser | — | 2 | 08/04/2026 | ☆ | |||
| 40928 | Pag CRD 161814 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40929 | Pag Investment Advisors Pte. Ltd. CRD 296818 | Singapore | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40930 | Paganelli, Mark Andrew CRD 126669 | Pittsford, NY | Insurance-Affiliated | — | 1 | 02/13/2026 | ☆ | ||
| 40931 | Page One Ventures Management, Llc CRD 314606 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40932 | Pagf Gp, Llc CRD 161760 | Houston, TX | Investment Adviser | — | 03/13/2024 | ☆ | |||
| 40933 | Pai Partners Sarl CRD 306412 | Luxembourg | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40934 | Pai Sas CRD 335169 | Paris | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40935 | Pair Capital Wealth Management, Llc CRD 284683 | San Francisco, CA | Investment Adviser | — | 0 | 1 | 03/31/2026 | ☆ | |
| 40936 | Palace Road Capital, Llc CRD 341632 | Dallas, TX | Investment Adviser | — | 08/21/2026 | ☆ | |||
| 40937 | Palamon Capital Partners, Lp CRD 162059 | London | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40938 | Palatine Private Equity Llp CRD 163410 | Manchester | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40939 | Palekana Ltd CRD 323420 | Greater London | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 40940 | Palermo Capital Management, Llc CRD 313254 | Investment Adviser | — | 05/16/2025 | ☆ | ||||
| 40941 | Palette Ventures Management Llc CRD 333837 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 40942 | Palingen Capital Management, Llc CRD 317678 | San Antonio, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40943 | Palisade Investment Partners Limited CRD 172731 | Sydney | Investment Adviser | — | 09/18/2026 | ☆ | |||
| 40944 | Palisades Management, Llc CRD 283376 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40945 | Palliser Capital (Uk) Ltd CRD 315071 | London, England | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40946 | Palliser Capital (Us) Llc CRD 336396 | Wilmington, DE | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40947 | Palm Active Partners Management, Llc CRD 288860 | Greenwich, CT | Investment Adviser | — | 03/30/2018 | ☆ | |||
| 40948 | Palm Drive Ventures, Llc CRD 289989 | San Juan, PR | Investment Adviser | — | 04/04/2022 | ☆ | |||
| 40949 | Palm Management (Us) Llc CRD 317192 | Greenwich, CT | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40950 | Palm Tree Crew Management, Llc CRD 321185 | Miami, FL | Investment Adviser | — | 03/30/2026 | ☆ |